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ER Regional Support Team in Central America South. Dulce Acosta [[email protected]] Reynaldo Palacios [[email protected]] Gonzalo Calleriza [[email protected]] Martín Gómez [[email protected]] In this edition: TOP Sellers in CAS New Partnerships New HI & KPIs Some useful information ANALYSIS External Relations Report | Monthly edition January, 2011

CRM Monthly Analysis January 2011

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Page 1: CRM Monthly Analysis January 2011

ER Regional Support Team in Central America South.

Dulce Acosta [[email protected]]

Reynaldo Palacios [[email protected]] Gonzalo Calleriza [[email protected]]

Martín Gómez [[email protected]]

In this edition:

TOP Sellers in CAS

New Partnerships

New HI & KPIs

Some useful information

ANALYSIS

External Relations Report | Monthly edition January, 2011

Page 2: CRM Monthly Analysis January 2011

Welcome ER people!

TOP Sellers

As part of the regional sales strategy, "everyone can sell" in this report are presented which have been important advances with regard to sales of products based on exchange or local products and also the NON exchange Products. External Relations Team invites everyone to join this strategy in greater depth and develop sales skills.

People who are leading by example. External Relations give to you the opportunity to develop your corporate potential. Join us!

Sunlyn Romero UTP

Regional COCAS Sponsorship

One learning partner

1 TN Ultinus Latinoamerica

Bennisse Glory TEC

Regional COCAS Sponsorship

Cristina Córdoba UTP

Regional COCAS Sponsorship

Reynaldo Palacios USMA

2 MT TNs con Glaxo Smith Kline

5 Re raised MT TNs with Cervecería Nacional

Natalia Bialobrzewska MC

5 DT TNs in Global Brigades

Leonardo Solano TEC

Regional COCAS Sponsorship

Ana Laura Álvarez USMA

5 MT TNs re raised with DELL

DELL is now National Account in PTY

Alejandro Reyna USMA

Recognition Cocktail Panama

Maylin Y. Gómez USMA

Recognition Cocktail Panama

Jose Walker USMA

Recognition Cocktail Panama

Silvia Jones MC

4 TNs Intensa

Recognition Cocktail Panama

1 Learning partner with EF

Dulce Acosta MC

3 TNs BAUER

Recognition Cocktail Panama

Regional COCAS Sponsorship

Page 3: CRM Monthly Analysis January 2011

New Partnerships.

Education has first signed an agreement with AIESEC International, which all AIESECers receive a discount

when decide to take any language course. AIESEC in Panama are entering into a Media Partner

for the purpose of augmenting the relationship with both organizations.

NON EXCHANGE PRODUCTS

EXCHANGE PRODUCTS

During December 2010, MC sign a TN with Intensa, the service will running by LC UNA in Costa Rica.

Now, Global Brigades is TN Taker form LC USMA with 5 DT TNs.

BAUER Fundaciones now is a TN Taker, with 3 TT TNs. The delivery will be running by LC UTP.

QUALITY LEADERSHIP UNIVERSITY is now a partner of AIESEC in UTP as Learning Local partner. The trainings that given during the month of March will be about leadership development & soft skills, these trainings are equivalent to 3,000 USD per session.

Page 4: CRM Monthly Analysis January 2011

EXTERNAL RELATIONS new Health Indicators & Key

Performance Indicators.

External Relations Exp. Score

Total Selling meetings in the Q 20 2

Calls and e-mails in the Q 50 1

Members in ER that are AM per LC 100% 2

All the companies that you are approaching are in CRM

system? YES2

Porcentage of companies with future communication 80% 2

Porcentaje of asigned companies that are partners 10% 1

Score 10

Health Indicators 2011.

Indicators are variables that measure quantitatively or qualitatively to provide guidance regarding the sustainability of the entities in AIESEC. We use them to monitor the health of local operations and enabling a good guide for better implementation. Remember HI is not a GOAL, is about how you operations are sustainable.

EXP. Means “expected” and is the number that MC expects from a HIGH HEALTHLY OPERATIONS.

Score is the rate of how important is that Health Indicator for the healthy operations.

Who should fill this information?.

This survey is send every Q by the MC, your LCP will provide you the tool, then the LCVPER is responsible for fill it up.

You can find the information from Statistics module

of CRM.

Key Performance Inicators 2011.

This is a part of the BSC, and is orientated to measure the level of performance of a process, focusing on the "how" and indicating how good the processes, so as to achieve the goal are. These KPIs are setting in the planning tool; all of them should have a challenging GOAL. This are the KPIs related to External Relations:.

KPIs Total number of organizations that have partnership in LC´s

New TN takers raised

Number of learning partners

Number of supporters

Number of activities in which the supporters are participating

Number of total Annual Partnerships that you sing in the Q

Who should fill this information?.

This survey is send every Q by the MC, your LCP will provide you the tool, then the LCVPER is responsible for fill it up.

You just need to compare the planned

numbers vs the reality.

Page 5: CRM Monthly Analysis January 2011

Some useful information.

LC Assigned Company

MC 202

UTP 173

UCR 122

USMA 108

TEC 80

ULA 72

Number of Assigned Comapanies in CRMWhat is about assigned companies?.

It to give the responsibility to manage one account to the Account Managers, in this case you can see the global number of accounts.

Why keep updated the CRM?.

Is a must to do it the area in order to keep your own accounts. There is a tracker specialized on check if this accounts are updated.

STATUS OF EGYPT AND INFORMATION MANAGEMENT

Since past few days the situation in Egypt has not been the best specifically in the cities of Cairo, Suez and Alexandria. The picture is not positive and although we have communicated with people

who are living in this country sharing his time and gave us positive parts from their point of view, as an organization we must ensure full protection and security.

Importantly, we are monitoring this situation in a safe, even with the release of AIESEC in Egypt about

the situation published in recent days. However we must be responsible with how we are each a member communicating the crisis in Egypt, as social networks through the issue can be distorted if we

do not give treatment to be. MC kindly ask to CAS members avoid comments on social networks that may be suitable for

misunderstanding.

Thank

you!

Let us improve with this monthly

report! If you have any comment, input or doubt, please write to: [email protected] Next report FEB 2011.